Nvidia’s China share fell to 34% as Huawei climbed to 28%. Here is how Vera Rubin allocation, CoWoS pricing, and export rules shape 2027 AI chip buying.
Nvidia fell 9.26% to $181.60 on Nov 5, 2026, its worst day since January 2025. A foreign-intelligence probe was announced Nov 8; premarket weakness followed.
Musk dared Democrats to cancel SpaceX contracts, then said government work will fall below 10% of revenue this quarter. The market repriced the risk.
Tesla’s October registrations jumped in Sweden, Norway and Spain, but its global share is uneven. The real story is a US order backlog, not dominance.
DOE approved Radiant’s Kaleidos safety analysis for full-power testing at Idaho National Laboratory. A Readiness Review and NRC licensing remain ahead.
France’s Assembly adopted a €0.055-per-gigabyte data tax amendment by 11 votes to 10. It is not law, the cap is unclear, and the Senate can still strike it.
A compromised third-party script drained about $2.7 million from hundreds of Polymarket accounts. Here’s how it worked and what it means for prediction markets.
Binance suspended deposits and withdrawals after a suspected hot-wallet breach. Here’s what is confirmed, what remains an estimate, and what users should watch.
Google Cloud hit an 82% growth quarter with margins at 35.5%, but negative free cash flow and a $514 billion backlog define Alphabet’s next earnings test.
Verizon added 406,000 postpaid phone subscribers in Q3 2026 as fiber buildouts and a $2 billion AWS dark fiber deal reshaped its growth strategy.
Kimi K3.1 Pro scores 65.7% on Terminal Bench 4.0, just behind Claude Opus 5.5, with open weights due November 4 and pricing pressure from DeepSeek.
Analyze the latest Singapore F1 qualifying results, highlighting key performances, track conditions, and implications for the upcoming race.